Diversifying portfolios with strategies known to be less sensitive to interest rate risks or those with nontraditional approaches may provide flexibility to traditional fixed income.
Loomis Sayles Senior Floating Rate and Fixed Income Fund (LSFYX)
Morningstar Category: US Fund Bank Loan
Loomis Sayles Inflation Protected Securities Fund (LSGSX)
Morningstar Category: Inflation-Protected Bond
Loomis Sayles Limited Term Government and Agency Fund (NELYX)
Morningstar Category: US Fund Short Government
Strategies that can invest in a range of assets, including the multisector expertise from Loomis Sayles, may offer greater return opportunities than those with more limited mandates.
Loomis Sayles Bond Fund (LSBDX)
Morningstar Category: Multisector Bond
Loomis Sayles Strategic Income Fund (NEZYX)
Morningstar Category: Multisector Bond
Natixis/Loomis Sayles Intermediate Duration Fixed Income SMA
Oakmark Bond Fund (OAKCX)
Morningstar Category: Intermediate Core-Plus Bond
Green bonds from sustainability pioneer Mirova allow you to pursue sustainable long-term returns from bonds issued to finance projects with positive environmental impact.
Mirova Global Green Bond Fund (MGGYX)
Morningstar Category: Global Bond-USD Hedged
Municipal bond strategies can offer a smart way to achieve tax-free income for tax-sensitive investors.
Loomis Sayles Core Municipal Bond Managed Account Strategy
Loomis Sayles Intermediate Municipal Bond Managed Account Strategy
Natixis Investment Managers Solutions provides design, development, and execution of portfolio strategies tailored to specific investment objectives and unique portfolio constraints, particularly for fixed income investing.
Financial professionals: To learn more, call us at 800-862-4863 or visit our Solutions page.
All investing involves risk, including the risk of loss. No investment strategy or risk management technique can guarantee return or eliminate risk in all market environments. Investment risk exists with equity, fixed income and alternative investments. There is no assurance that any investment will meet its performance objectives or that losses will be avoided.
This material is provided for informational purposes only and should not be construed as investment advice.
Fixed income securities may carry one or more of the following risks: credit, interest rate (as interest rates rise, bond prices usually fall), inflation and liquidity.
Interest rate risk is a major risk to all bondholders. As rates rise, existing bonds that offer a lower rate of return decline in value because newly issued bonds that pay higher rates are more attractive to investors.
Unlike passive investments, there are no indexes that an active investment attempts to track or replicate. Thus, the ability of an active investment to achieve its objectives will depend on the effectiveness of the investment manager.
Before investing, consider the fund's investment objectives, risks, charges, and expenses. You may obtain a prospectus or a summary prospectus containing this and other information. Read it carefully.
Mirova is operated in the US through Mirova US LLC (Mirova US).
Natixis Distribution, LLC ( Fund Distributor, Member FINRA | SIPC) and Loomis, Sayles & Company, L.P. are affiliated.
Natixis Distribution, LLC (Member FINRA | SIPC), a limited purpose broker-dealer and the distributor of various registered investment companies for which advisory services are provided by affiliates of Natixis Investment Managers, is a marketing agent for the Oakmark Funds.